Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.622 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49549.04 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43535.91 Kr¶
PnL: ---------------------------------------> -1339.67 Kr¶
DD now: ---------------------------------> -6.723 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 14:16:19.484928'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.100000 | 1516.190000 | 93.190000 | 6.550000 | 1423.000014 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.960000 | 916.200000 | 4.200000 | 0.460000 | 912.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| Atrium Ljungberg B | 5 | 0.390000 | 897.500000 | -6.500000 | -0.720000 | 904.000000 |
| JM | 7 | 0.150000 | 941.500000 | -8.500000 | -0.890000 | 950.000002 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| Biotage | 1 | -2.320000 | 138.700000 | -10.300000 | -6.910000 | 149.000000 |
| ASSA ABLOY B | 4 | -0.650000 | 982.400000 | -10.600000 | -1.070000 | 993.000000 |
| Vitrolife | 3 | 1.190000 | 664.800000 | -12.200000 | -1.800000 | 677.000001 |
| Eastnine | 6 | -2.010000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| OX2 | 12 | -1.320000 | 894.600000 | -14.400000 | -1.580000 | 909.000000 |
| BioGaia B | 8 | 1.000000 | 888.800000 | -15.200000 | -1.680000 | 904.000000 |
| AcadeMedia | 20 | -0.780000 | 962.400000 | -15.600000 | -1.600000 | 978.000000 |
| Gränges | 10 | 0.290000 | 1021.000000 | -18.000000 | -1.730000 | 1039.000000 |
| Bufab | 3 | -0.400000 | 1055.400000 | -20.600000 | -1.910000 | 1076.000001 |
| Investor B | 3 | -0.490000 | 634.500000 | -23.500000 | -3.570000 | 657.999999 |
| Latour B | 4 | -1.840000 | 832.400000 | -23.600000 | -2.760000 | 856.000000 |
| Hexatronic Group | 15 | 0.060000 | 1045.200000 | -25.800000 | -2.410000 | 1071.000000 |
| Vitec Software Group B | 2 | -2.440000 | 1078.000000 | -26.000000 | -2.360000 | 1104.000000 |
| Addnode Group B | 7 | -1.260000 | 876.400000 | -28.600000 | -3.160000 | 904.999998 |
| Hoist Finance | 36 | 0.930000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Sandvik | 4 | -0.200000 | 816.800000 | -31.200000 | -3.680000 | 848.000000 |
| Sagax B | 4 | -1.710000 | 853.200000 | -31.800000 | -3.590000 | 885.000000 |
| Sagax A | 4 | -2.290000 | 852.000000 | -34.000000 | -3.840000 | 886.000000 |
| Alimak Group | 12 | -0.250000 | 969.600000 | -37.400000 | -3.710000 | 1007.000004 |
| SKF B | 5 | -0.790000 | 941.000000 | -39.000000 | -3.980000 | 980.000000 |
| Byggmax Group | 33 | -0.920000 | 927.300000 | -39.700000 | -4.110000 | 966.999990 |
| EQT | 4 | -2.360000 | 829.200000 | -43.800000 | -5.020000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -0.920000 | 900.000000 | -51.000000 | -5.360000 | 951.000000 |
| Catena | 2 | -0.210000 | 754.800000 | -51.200000 | -6.350000 | 806.000000 |
| HEXPOL B | 8 | -5.100000 | 893.600000 | -63.400000 | -6.620000 | 957.000000 |
| Orrön Energy | 170 | -4.140000 | 1969.450000 | -76.550000 | -3.740000 | 2045.999980 |
| Hexagon B | 26 | -1.460000 | 3334.500000 | -85.500000 | -2.500000 | 3420.000012 |
| VEF | 788 | -0.780000 | 1798.220000 | -104.780000 | -5.510000 | 1903.000300 |
| Sedana Medical | 93 | 0.580000 | 2579.820000 | -403.760000 | -13.530000 | 2983.577733 |
| TOTAL | 43538.980000 | -1336.600000 | -6.71532% | 44875.578016 |
Updated:¶
'2023-06-21 14:14:20.796061'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
